Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
 
     
Company Main View
  Name: LYONS WEALTH MANAGEMENT, LLC.
  City: WINTER PARK
  State: FL
  Zip: 32789
   
Achive data
  View Filing Period:
  
 
Portfolio Summary View Filing
  Filing Report Date : 2019-12-31
  Total Value : $34,147,000
  Total Value Change : $-4,285,000
  Securities Held Change : -5
   
All Securities Held : 12
  New Positions : 0
  Closed Positions : 5
  Increased Positions : 2
  Unchanged Positions : 2
  Decreased Positions : 8

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
 Download  
 
    Free Registration Required For Full Results

   
Holdings Found : 5     View All Holdings Currently Viewing:  Closed Positions     Page 1 of 1
     Menu
Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (XLE)1 Year Chart         XLE SPDR Energy Sector 17 Closed $92.56 $0 0 0% -491,000 -8,299 0    Closed - End Fund - E...
   (ASAP)1 Year Chart         ASAP Waitr Holdings Inc 16 Closed $0.01 $0 0 0% -450,000 -350,000 0    N/A
   (NVDA)1 Year Chart         NVDA NVIDIA Corporation 15 Closed $858.17 $0 0 0% -1,917,000 -11,010 0    Semiconductor - Speci...
   (AMD)1 Year Chart         AMD Advanced Micro Devices Inc 14 Closed $146.16 $0 0 0% -686,000 -23,658 0    Semiconductor- Broad...
   (STZ)1 Year Chart         STZ Constellation Brands Inc 13 Closed $254.08 $0 0 0% -249,000 -1,200 0    Beverage - Wineries &...

      5 Records Found
  1    
Page 1 of 1
Free Registration Required For Full Results